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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,171 | $160,028-49.9% | $147,080-45.5% | $145,884-45.0% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | 10.41% | 98.60%-88.2pp | 420.17%-409.8pp | 551.85%-541.4pp |
| Employer contribution / active EE | $5,059 | $5,286-4.3% | $4,933+2.6% | $4,662+8.5% |
| Participant deferral / active EE | $6,111 | $8,422-27.4% | $8,066-24.2% | $6,690-8.6% |
| Admin fee / account holder | $118 | $15,030-99.2% | $12,989-99.1% | $13,392-99.1% |